Private Clients

We are specialists in the application of the specific taxation provisions that relate to privately owned companies and businesses, including:

Attending to year end financial statements and tax returns

Investment and businesses structures

The deemed dividend provisions

The small business entity exemptions

The small business CGT concessions

Trust law, and

Family trust provisions

We are involved in advising high net worth individuals on structuring these investments, providing regular financial management reporting and year-end tax planning to ensure their structures are performing tax effectively.

More about Cooper Partners…

Changes to taxation of Employee Share Schemes

Changes were made to the Employee Share Scheme (‘ESS’) rules from 1 July 2015 which provide more concessional treatment in relation to the timing of taxation of options and rights. The rules also provide concessions in relation to the taxation of ESS interests issued by eligible ‘start-up companies’ to employees. There are various conditions that must be satisfied to gain access to the concessions.

We have expert knowledge in advising on the intricacies of the ESS rules and ensuring that the taxing point for employees is aligned with the realisation of value of the ESS interests.